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First Trust NASDAQ Technology Dividend Index Fund

234 hedge funds and large institutions have $789M invested in First Trust NASDAQ Technology Dividend Index Fund in 2022 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 92 increasing their positions, 80 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more funds holding in top 10

Funds holding in top 10: 47 (+3)

24% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 25

15% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 80

6% more capital invested

Capital invested by funds: $743M → $789M (+$46.7M)

1% more funds holding

Funds holding: 232234 (+2)

1.04% less ownership

Funds ownership: 51.9%50.86% (-1%)

Holders
234
Holders Change
+2
Holders Change %
+0.86%
% of All Funds
3.76%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.11%
New
31
Increased
92
Reduced
80
Closed
25
Calls
$1.18M
Puts
Net Calls
+$1.18M
Net Calls Change
+$315K
Name Holding Trade Value Shares
Change
Change in
Stake
DWP
176
Destiny Wealth Partners
Florida
$119K
BEI
177
Benjamin Edwards Inc
Missouri
$102K -$26.1K -548 -20%
Fidelity Investments
178
Fidelity Investments
Massachusetts
$100K -$4.82K -101 -5%
Citigroup
179
Citigroup
New York
$96.5K +$23.9K +502 +33%
RIA
180
Realta Investment Advisors
Delaware
$96K +$10.8K +226 +13%
LFG
181
Larson Financial Group
Missouri
$95.9K +$572 +12 +0.6%
KFI
182
Key Financial Inc
Pennsylvania
$89.6K
JAWM
183
J. Arnold Wealth Management
Ohio
$86.4K +$12.4K +260 +17%
MCC
184
Money Concepts Capital
Florida
$84.7K +$48.4K +1,016 +134%
CT
185
Colonial Trust
South Carolina
$81.1K +$81K +1,700 New
HBW
186
Hazlett, Burt & Watson
West Virginia
$81K +$95 +2 +0.1%
AA
187
AlphaMark Advisors
Kentucky
$81K +$81K +1,700 New
SWM
188
Spire Wealth Management
Virginia
$71K +$477 +10 +0.7%
LF
189
Lee Financial
Texas
$64.2K
Fifth Third Bancorp
190
Fifth Third Bancorp
Ohio
$63.8K +$51K +1,070 +404%
PTC
191
Private Trust Company
Ohio
$60K
WT
192
Whittier Trust
California
$59.3K +$334 +7 +0.6%
PA
193
PSI Advisors
Florida
$57.8K -$19.5K -410 -25%
GRP
194
Global Retirement Partners
California
$53.9K +$31.6K +662 +142%
BHWM
195
Beaird Harris Wealth Management
Texas
$53.5K
TWC
196
TD Waterhouse Canada
Ontario, Canada
$53.2K -$11.9K -250 -20%
TAM
197
Tucker Asset Management
Colorado
$50.1K +$4.58K +96 +10%
CJL
198
Cyrus J. Lawrence
New York
$48K
AIC
199
Archer Investment Corporation
Indiana
$47.8K
NL
200
NVWM LLC
Pennsylvania
$42.5K

TDIV Hedge Fund Activity: Q4 2022 in Review

234 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Technology Dividend Index Fund (TDIV) for Q4 2022, worth a combined $789M — up 6.3% from $743M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new TDIV positions and 25 closed out — a net gain of 6 holders — while 92 added to existing stakes and 80 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $11.8M. The largest seller was Miracle Mile Advisors, cutting an estimated $34.4M.

  • 234 institutional investors held First Trust NASDAQ Technology Dividend Index Fund (TDIV) as of Q4 2022, up from 232 in Q3 2022.
  • Funds reported $789M of First Trust NASDAQ Technology Dividend Index Fund stock for Q4 2022, up 6.3% quarter-over-quarter.
  • 31 funds opened new First Trust NASDAQ Technology Dividend Index Fund positions in Q4 2022 and 25 closed out, a net change of +6 holders.
  • The largest First Trust NASDAQ Technology Dividend Index Fund buyer in Q4 2022 was Goldman Sachs, an estimated $11.8M added.
  • The largest First Trust NASDAQ Technology Dividend Index Fund seller in Q4 2022 was Miracle Mile Advisors, an estimated $34.4M sold.

Based on aggregated 13F filings for Q4 2022.